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AIG to Acquire Validus (VR): Cash is worth more than EPS...
AIG to Acquire Validus (VR): Cash is worth more than EPS to companies with NOLs
1-22-2018 Insurance - Bill Wilt
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Jan 16 - Jan 19
Jan 16 - Jan 19
1-22-2018 Event-Driven Weekly - Event-Driven Team
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Little less juice at Bunge this go-around, no "Crazy...
Little less juice at Bunge this go-around, no "Crazy Ivan" from Nuance, keeping tabs on Athena, G...
1-22-2018 Event-Driven Research - Don Bilson
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The Weekend Warrior (1/19/2018) - Championship Weekend...
The Weekend Warrior (1/19/2018) - Championship Weekend Predictions: Running with the Dogs . . . W...
1-19-2018 Retail - Chuck Grom
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A former Home Depot director lending a hand at...
A former Home Depot director lending a hand at Lowe's, Textron getting noisier, is Bank of New Yo...
1-19-2018 Event-Driven Research - Don Bilson
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Fighting breaks out on a second front at Xerox,...
Fighting breaks out on a second front at Xerox, Blackstone getting things done at La Quinta, an u...
1-18-2018 Event-Driven Research - Don Bilson
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Focus Ideas (TXT, IPG, NUVA, NUAN, CASY, WTB, PAH, SRCL)...
Focus Ideas (TXT, IPG, NUVA, NUAN, CASY, WTB, PAH, SRCL) + 1Q Activist Catalysts
1-17-2018 Event-Driven Ideas - Event-Driven Team
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XRAY throws a changeup, Marchionne has another spin...
XRAY throws a changeup, Marchionne has another spin question to answer, six bucks becoming a popu...
1-17-2018 Event-Driven Research - Don Bilson
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Property/Casualty Expense Ratio and EPS Analysis
Property/Casualty Expense Ratio and EPS Analysis
1-17-2018 Insurance - Bill Wilt
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Hard Discounters & Middle Market Price Study -...
Hard Discounters & Middle Market Price Study - Wal-Mart Extends Price Lead vs. Peers; Lidl Price ...
1-17-2018 Broadlines / Dollar / Grocers - Chuck Grom
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The roadmap ahead of Lowe's, Blackhawk finds...
The roadmap ahead of Lowe's, Blackhawk finds tranquility at Silver Lake, no need to panic at Cars...
1-16-2018 Event-Driven Research - Don Bilson
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Jan 8 - Jan 12
Jan 8 - Jan 12
1-12-2018 Event-Driven Weekly - Event-Driven Team
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December Retail Sales Wrap - 4.0% Rise YOY; Winners =...
December Retail Sales Wrap - 4.0% Rise YOY; Winners = Food Serv., Food and Bev, Grocery and Elect...
1-12-2018 Retail - Chuck Grom
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Three weeks to go on Lowe's shot clock, Pitney's...
Three weeks to go on Lowe's shot clock, Pitney's race against time, Happy Birthday wishes to Deni...
1-12-2018 Event-Driven Research - Don Bilson
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COST: Costco Wholesale - Upgrade to Buy from Accumulate;...
COST: Costco Wholesale - Upgrade to Buy from Accumulate; Notes from Vegas with CFO Galanti + Sam'...
1-12-2018 Retail - Chuck Grom
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WMT: Wal-Mart - A Smart Move Out Of Bentonville = Good...
WMT: Wal-Mart - A Smart Move Out Of Bentonville = Good For Associates + Good For Its Image
1-11-2018 Broadlines / Dollar / Grocers - Chuck Grom
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Medical Inflation to Remain Benign Near Term, Pressures...
Medical Inflation to Remain Benign Near Term, Pressures building into 2019 and later
1-11-2018 Insurance - Bill Wilt
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Moment of truth for Xerox, Cerner ends its mysterious...
Moment of truth for Xerox, Cerner ends its mysterious search, AbbVie boss has no plan to leave th...
1-11-2018 Event-Driven Research - Don Bilson
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Broadlines & Hardlines Retail - Top 10 Takeaways...
Broadlines & Hardlines Retail - Top 10 Takeaways From 2017 ICR Conf. = FIVE, SFM, W, KSS, & FND
1-11-2018 Retail - Chuck Grom
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Cheap Trick's "Surrender" playing in the...
Cheap Trick's "Surrender" playing in the elevator at Akamai, a large pepperoni for Chipotle, Nord...
1-10-2018 Event-Driven Research - Don Bilson

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